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设计完成仪表板和报表后,需要进行分享,其他人才可以看到。
在系统中所有文档的分享都基于组织和角色。与数据权限管理不同的是,分享仪表板或报表时,除分享文档本身之外,还需保证用户具有查看仪表板或报表的权限。
另外,由于“ 分享 ”是基于组织和角色的,也就是说我们可以将仪表板或报表分享给某些组织或角色而不能直接分享享给单个用户。如果需要分享给单个用户的话,可以单独为此用户创建一个角色,然后将用户添加到角色中,再进行分享。普通用户仅可以将文档分享给其所属的角色。管理员可分享给组织或角色。
下面以分享一张仪表板为例为您介绍分享文档的操作步骤。
比如管理员想要将仪表板分享给系统中的“ 每个人” ,那么需要登录到后台管理中,确认“ 每个人 ”角色已勾选“ 查看仪表板 ”的权限。
type=info
实际应用中,用户的权限由四部分叠加构成,也就是说无论这四部分中哪一部分具备了“ 查看仪表板 ”权限都说明用户具备了该权限。详见用户权限管理。
选择文档,在右上角单击基本信息按钮。
在基本信息栏,单击访问权限右侧的编辑按钮,进入分享管理页面。
勾选想要分享的角色,选择“ 只读 ”,“ 读写 ”或“ 完全控制 ”文档,最后保存即可。
分享后,每个人角色中的用户即所有用户登录系统后,都可在对应分类中看到分享的文档。
关于权限的更多介绍,请见文档和用户权限管理。